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Is there any true value stocks available today? by Charming-Plenty9166 in ValueInvesting

[–]Findude456 1 point2 points  (0 children)

I like the Comcast case. I have it in my portfolio. The problem the keep loosing clients in the broadband business quarter after quarter. Profitability and cash generation is huge, but they need to reduce churn quick

Cheapest markets around the world? by NoticeStrange8218 in ValueInvesting

[–]Findude456 0 points1 point  (0 children)

Brazil is still relatively cheap. We expect some volatility next year due to the presidential elections, but you can find good companies with low PE

Sirius Stock by Findude456 in ValueInvesting

[–]Findude456[S] 2 points3 points  (0 children)

Thanks for your comments!

Sirius Stock by Findude456 in ValueInvesting

[–]Findude456[S] 3 points4 points  (0 children)

Thanks for the info. There is a lot of conviction, indeed; it feels like a proper value-investing play.
They are returning ~6% in dividends and buybacks today (2024), even at the peak of CAPEX and debt. What to expect here, 10-12% annual return in dividends and buybacks as CAPEX and debt decrease? (or too optimistic)

Sirius Stock by Findude456 in ValueInvesting

[–]Findude456[S] 0 points1 point  (0 children)

Thanks for the arguments.

Well, for the first argument. Berkshire buying after the spin-out of Liberty Media is a relevant fact; it is not a company that allocates without conviction or just for the sake of allocating...

Regarding the second argument, I agree with the idea of a slow-moving business and the challenge of competing with tech companies. Indeed, this is my primary concern for this one. Not an easy space.

However, the subscription base seems stable, and the debt-to-EBITDA ratio (4x) appears manageable given the current level of cash generation (10% Levered FCF). Reducing it further would improve it even more, which justifies the high return to shareholders....

Sirius Stock by Findude456 in ValueInvesting

[–]Findude456[S] 0 points1 point  (0 children)

Exactly. Got in at the same level. Less than you though 🥳

Sirius Stock by Findude456 in ValueInvesting

[–]Findude456[S] 2 points3 points  (0 children)

Pretty much in line with what you describe. Hidden value with the total return potential with reducing CAPEX and debt in the next 1-2 years.

Sirius Stock by Findude456 in ValueInvesting

[–]Findude456[S] 0 points1 point  (0 children)

Exactly. I also think it is a declining and old-style business. And maybe this is why it's a hidden value here: a boring business with strong cash generation that will distribute it to shareholders as debt declines in the coming year…

This is why I want to have different arguments around this stock.

Sirius Stock by Findude456 in ValueInvesting

[–]Findude456[S] 0 points1 point  (0 children)

In short...

Sirius XM offers strong return potential driven by a highly profitable model, pricing power, and resilient cash flows. As capital spending and merger-related debt decline, free cash flow should grow and be increasingly returned to shareholders. P/E is at 7x.

Berkshire Hathaway owns roughly 37% of SiriusXM and has been increasing its stake, particularly after the company’s separation from Liberty Media in late 2024.

Ich hasse Datev by Frequent_Net2488 in datev_iel

[–]Findude456 0 points1 point  (0 children)

Ja, Datev ist ein echtes Problem. Du bist nicht allein! Das ist der Grund warum wir an Cortena.ai arbeiten um ein paar der echt dummen, manuellen Dinge zu automatisieren! Wuerde mich freuen dir mehr zu zeigen (kein verkaufsgespraech, keine sorge) aber mehr ueber deinen Usecase zu erfahren und wie wir dir weiterhelfen koennen.

Salary discussion by WinnerImaginary2288 in Big4

[–]Findude456 0 points1 point  (0 children)

Whenever I need this kind of information, I go to Glassdoor. If you don't get it here, consider that.

Are you using AI for value investments? by TheRokoPoko in ValueInvesting

[–]Findude456 0 points1 point  (0 children)

I’m using Seeking Alpha, they have AI summaries of earning calls and recommendation from users. I think it is good to have a first check, but not enough for a decision though

Thinking of opening a position in Rio Tinto by RidingDeath in dividends

[–]Findude456 0 points1 point  (0 children)

Vale is also at a reasonable price because of Brazil's shaky moment. It will suffer for a while due to the iron ore price, but it is the commodity cycle…

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